Food Inflation
Macro
3.5 Million Lost Food Assistance as Inflation Erodes Lower-Income Spending Power
SNAP eligibility tightening removes safety net support precisely when grocery prices accelerate and wage growth stagnates for bottom-quartile earners.
Macro
Markets
Cattle Herd at 75-Year Low Locks in Beef Inflation Through 2027
Structural supply deficit driven by multi-year drought and rancher consolidation will keep food prices elevated regardless of broader disinflation trends.
Geopolitics
Macro
Iran Crisis Forces Stagflation Reckoning Across Emerging Markets
Oil at $105, fertilizer up 49%, remittances threatened — EM policymakers face a triple squeeze with no room to maneuver.